Portfolio Highlights - The company's portfolio boasts high credit quality, with 71% investment grade (IG) and investment grade profile (IGP) tenants[9] - The portfolio maintains a high occupancy rate of 99.9%[9,12] - The weighted average lease term (WALT) is 9.7 years[9,12] - 88% of tenants are in necessity, discount, and service-oriented sectors[9] - Rent collection is at 100%[9] Investment and Financial Performance - $90.7 million of gross investments were completed in 1Q'25[9] - The weighted average cash yield since 3Q'20 is 7.0%[9] - The year-to-date cash yield is 7.7%[9] - Adjusted Net Debt / Annualized Adjusted EBITDAre is 4.7x[9,46] - Total liquidity stands at $584 million[9,46] Portfolio Composition - Investment grade tenants account for 54.7% of the portfolio by ABR[12,28] - Dollar Stores represent 18.2% of the top industries in the portfolio[19] - Grocery stores account for 15.1% of the top industries in the portfolio[19]